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JN7622
New Member

Filing Form 8962 Charge

I qualified for the free file.  I need to file form 8962 because I had health insurance through the government health marketplace, (which I did overpay)

IRS.gov shows that form 8962 is included in the available free file forms but when I complete filling out my tax information, TurboTax says I need to upgrade for $39 in order to file because I have a Premium Tax credit. Why is there a fee for filing Form 8962 when it's a free IRS filing form?

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3 Replies

Filing Form 8962 Charge

TurboTax and H&R Block are not part of the IRS Free File program

 

Go to this IRS website for the 8 tax preparation providers who are part of the Free File program - https://apps.irs.gov/app/freeFile/browse-all-offers/

JN7622
New Member

Filing Form 8962 Charge

I qualified for Turbo Taxes' file for $0.00

Filing Form 8962 Charge

The TurboTax Free online edition is only for a very simple tax return which only requires a Form 1040.  Since you have a Form 1095-A and a Form 8962 those are not supported by the Free edition so you needed to upgrade to the Deluxe edition at $39.

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